EXCEL PROJECT: PROJECTING FINANCIAL STATEMENTS ASSIGNMENT
INSTRUCTIONS
OVERVIEW
Common Sized Balance Sheets (Tabs 12), Common Sized Income Statements (Tab 13), Horizontal Ana
Balance Sheets (Tab 14), Horizontal Analysis Income Statements (Tab 15), and Projected Financial State
(Tabs 16-18)
INSTRUCTIONS
Continue in the same Excel workbook prepared in Module 4: Week 4, adding the following tabs:
o The 12th
tab in your Financial Statement Analysis Template must be labeled Com
Sized Balance Sheets.
Set-up like the Historical Balance Sheets (Tab 3), this worksheet should use formulas to c
the common sized percentages, linking to the Historical Balance Sheets for the calculations. “Total
Assets” should be used as the base for all common sized calculations on the Balance S
Common sized percentages should be calculated for all three historical years presented.
o The 13th
tab in your Financial Statement Analysis Template must be labeled Com
Sized Income Statements.
Set-up like the Historical Income Statements (Tab 2), this worksheet should use formulas to
calculate the common sized percentages, linking to the Historical Income Statements for
calculations. “Revenue” or “Total Revenue” (depending on your company) should be used as
the base for all common sized calculations on the Income Statements. Common si
percentages should be calculated for all three historical years presented.
o The 14th
tab in your Financial Statement Analysis Template must be labeled Horiz
Analysis of Balance Sheets.
Start by copying and pasting the Historical Balance Sheets from Tab 3 to this worksheet. The
add dollar and percentage change columns between each of the set of historical years.
o The 15th
tab in your Financial Statement Analysis Template must be labeled Horiz
Analysis of Income Statements.
Start by copying and pasting the Historical Income Statements from Tab 2 to this workshe
Then, add dollar and percentage change columns between each of the set of historical y
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